By James Henderson While balance sheet discipline is often a welcome feature of a potential investment, occasionally it pays to consider businesses that are spending cash on themselves, as we have done for Lowland Investment Company. Listen to any fund manager presentation and the core script will almost invariably include lines like this: “We buy […]

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by Alex Crooke, Head of Equities – EMEA and Asia Pacific | Portfolio Manager With western developed markets still mired in high inflation and economic uncertainty, Asia offers a brighter prospect for investors. The reopening of China and strength of south Asian economies makes BNKR, with its solid position in the region, an attractive proposition. […]

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As China’s sportswear market skyrockets, Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income, have seized this golden opportunity by investing in two of China’s sportswear frontrunners, Li Ning and Anta. China’s sportswear market has witnessed remarkable growth in recent years, fuelled by various factors, including an emerging fitness culture, rising disposable […]

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John Bennett, Portfolio Manager of the Henderson European Focus Trust explains why big oil companies are essential for an orderly transition to a low carbon economy. It is a simple fact that society cannot go cold turkey on hydrocarbons, as much as the more extreme ends of the green lobby would like to believe. While […]

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David Smith, Portfolio Manager of Henderson High Income Trust, provides an insight into one of the Trust’s long term holdings – Next. “You own the retailer Next? I don’t know anyone who shops at Next” is a common phrase I hear when I start talking about one of my long-term holdings. But I feel there […]

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Laura Foll, portfolio manager at the Henderson Opportunities Trust, outlines the factors driving the trust’s outperformance. Find out more information about the Henderson Opportunities Trust here. Not for onward distribution. Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may […]

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by Alex Crooke, Co-Head of Equities – EMEA and Asia Pacific | Portfolio Manager The old investment adage about not putting all your eggs in one basket is probably as old as investing itself. In fact, it would be no surprise to learn that the philosophy emerged at the same time as some of the […]

The post Seeking balance in the new normal appeared first on UK Investor Magazine.

Despite an eventful decade that has proved unsettling for markets, The Henderson Smaller Companies Investment Trust has consistently outperformed its benchmark by looking through the noise and sticking to its tried and tested investment process. In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, explores moments that have defined the […]

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Synopsis With the COVID-19 pandemic accelerating the shift towards a digital-first world; technology stocks rose to all-time highs in 2020, as people spent more time online.1 However, as economies have begun to reopen following the rollout of highly effective coronavirus vaccines; tech stocks sold-off as investors rotated towards sectors set to benefit from reopening. In […]

The post Tech stocks – slow-down or slump? appeared first on UK Investor Magazine.

David Smith, Fund Manager for Henderson High Income, discusses the Trusts recent outperformance, how he has navigated the re-opening of the UK economy, and provides his economic and income outlook over the coming months. Read more about our latest insights Before investing in an investment trust referred to in this document, you should satisfy yourself […]

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